Welcome to our dedicated page for MARKETWISE SEC filings (Ticker: MKTW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
MarketWise, Inc. filings document the public-company disclosures of a digital financial research and subscription services business. Its Form 8-K reports cover earnings releases, preliminary operating updates, Regulation FD investor presentations, dividend and distribution announcements, share repurchase authorizations, and other material events.
The filing record also includes proxy materials describing governance matters and company strategy, as well as material-agreement disclosures involving MarketWise, LLC units, Class B common stock, the tax receivables agreement and resolved arbitration matters. These documents frame the company’s capital structure, board actions, shareholder voting matters, operating performance, and risk disclosures for its Class A common stock.
Barclays PLC reports beneficial ownership of 148,961 shares of MarketWise Inc common stock, equal to 5.62% of the class. The filing states Barclays has sole voting and sole dispositive power over these shares and identifies Barclays Bank PLC and Barclays Capital Inc as relevant subsidiaries. The statement certifies the securities are held in the ordinary course of business and not held to change or influence control of the issuer. This is a material disclosure of institutional ownership above the 5% reporting threshold.
MarketWise, Inc. (MKTW) – Form 4 filing (07/25/2025)
General Counsel Scott D. Forney reported an automatic share withholding related to the vesting and net-settlement of previously disclosed RSUs. On 07/21/2025, the issuer withheld 76 Class A common shares at an implied price of $18.22 per share (transaction code F) to cover statutory tax obligations. The action reduced the officer’s direct holdings marginally to 19,239 shares; no open-market sale or purchase occurred. The filer notes the Form 4 was submitted late due to an administrative oversight, not by the reporting person. No derivative security activity, option exercise, or insider selling was disclosed. Given the de minimis share count (≈0.4% of Forney’s post-transaction holdings) and its routine tax-withholding nature, the transaction is unlikely to influence ownership structure, float, or investor sentiment.
MarketWise, Inc. (MKTW) – Form 4 insider filing
Director and >10% shareholder Frank Porter Stansberry reported the award of 6,775 Class A restricted stock units (RSUs) on 12-Jun-2025. The RSUs carry a grant price of $0 and will vest on the earlier of the day before the 2026 annual meeting or 12-Jun-2026, contingent on continued board service.
Following the grant, Stansberry’s direct beneficial ownership stands at 210,008 Class A shares. Share counts in the filing are adjusted to reflect MarketWise’s 1-for-20 reverse stock split that became effective 2-Apr-2025.
No derivative securities were reported, and the transaction was coded “A” (award) rather than an open-market purchase or sale.